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Microsoft Dynamics CRM 2015 – How to Reassign Contacts to a New User

Over time there may be a need where you want to reassign contacts in Dynamics CRM to from one user to another. The situation could be that a user is moving on to a different job so you need to transfer all of their contacts to another user. Another common situation is that the user has too many contacts […]

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Microsoft Dynamics CRM Best Practices Webinar – Case Management

Join this fast-paced webinar presentation March 25 at 11:30 a.m. ET and learn more about Case Management in Dynamics CRM. Enable agents to provide differentiated levels of support with flexible Service Level Agreements “SLA’s”. Gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution. We’ll […]

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CRM Best Practices Webinar – Microsoft Social Listening and Dynamics CRM

Join this fast-paced webinar presentation”Microsoft Social Listening and Dynamics CRM” on February 18 at 11:30 a.m. ET and learn more about Microsoft Social Listening. It’s a powerful new service that your organization can use to put social tools in the hands of your sales, marketing, and service teams—helping them connect on social media with your […]

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Affiliated Helps Health Advisory Firm Increase Operational Efficiency with Microsoft Dynamics CRM

Check out our latest Dynamics CRM customer success story for MB Senior Solutions: Challenge MB Senior Solutions (MBSS), a leading health care advisory service for retirees in the Midwest, saw opportunities for tremendous growth but first needed to improve the way it managed its business data and intelligence to attract and retain customers. Solution Affiliated implemented […]

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Dynamics CRM Webinar – Top Enhancements of Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements it’s hard to pick our favorites. Join this fast-paced webinar presentation on January 14 at 11:30 a.m. ET as we will provide an overview of some of our top picks of Microsoft Dynamics CRM 2015 including: Product Enhancements: * Suggestions * […]

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CRM Best Practices Webinar Oct. 28 – Outlook Client Tips & Tricks

Join this fast-paced webinar presentation on October 28 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a while or just getting started, we’ll review 15 tips for the Outlook Client including: 1.       Contact Sync 2.       Coloring List Items 3.       Filtering […]

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CRM Webinar 10/29 – 3 Reasons Why an Annual CRM Review is Important

If your company is conducting your 2015 business planning, make sure you include a CRM review. Where does your organization stand and how well are you positioned for the year ahead? What are the business goals for your team and are your sales tools fully aligned for maximum performance?   Do you have a plan to… […]

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CRM Best Practices Webinar – 15 Tips in 45 Minutes – Sept. 23

Join this fast-paced webinar presentation, Back to the Basics with Dynamics CRM – 15 Tips in 45 Minutes,on September 23 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a while or just getting started, we’ll get back to some of the basics including […]

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New App Support for Microsoft Dynamics CRM

With the launch of Microsoft Dynamics CRM 2013 comes the release of some tremendous mobile functionality from Microsoft. Here’s a good synopsis of the new tablet support for users: Microsoft Dynamics CRM has it’s mobile in the stores and CRM for tablets apps are now live in both the Windows Store  and the Apple App […]

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CRM 2013 Upgrade Tips – Avoiding Disappearing Lookups and Data Loss

Upgrading Dynamics CRM to the latest and greatest always has some hurdles to overcome and with the new release of Dynamics CRM 2013, things are no different.  Some are expected based on the upgrade validation tool, others may come as a surprise.  The discussion here could lead to data loss which isn’t something we want […]

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